Services / Estate Planning
Estate Planning
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Protect What Matters Most
Homefield Credit Union has partnered with Gentreo to make estate planning simple, affordable, and accessible.
Life changes, and your estate plan should keep up. Whether you’re buying a home, getting married, welcoming a child, caring for aging parents, or simply planning ahead, having the right legal documents in place can help protect your loved ones and give you peace of mind.
Through Gentreo, Homefield Credit Union members can create a personalized estate plan online, quickly, securely, and at their own pace.
There’s no complicated legal process or overwhelming paperwork. Just a simple, step-by-step experience designed to help you prepare for whatever life brings.
Your Gentreo plan includes the essential legal documents many families need, including:
- Last Will & Testament
- Living Trust
- Health Care Proxy
- Power of Attorney
- Pet Power of Attorney
- Secure Digital Vault for storing and sharing important documents
WHY MEMBERS LOVE GENTREO
Get Started with Gentreo
Everything is completed online and customized to meet your state’s legal requirements, making it easy to create, update, and access your estate plan whenever life changes.
*Disclaimer: Gentreo is an independent third-party partner of Homefield Credit Union. Documents created through Gentreo are based on the laws of the state in which you reside. Gentreo is not a law firm and is not a substitute for an attorney or legal advice. Use of the Gentreo service is subject to Gentreo’s terms and conditions.
